With folders and subfolders, you can easily organize and classify all your signatures as you wish.
How to create a folder?
To create your first folder in your signature/campaign library:
Click on the Create Folder button.
A side panel will appear on the left: this is your folder management space.
Enter the folder name and press Enter to confirm, or click outside the input field.
Once you have created at least one folder, the Create Folder button no longer appears in the library: folders can only be created from the side panel.
To add a new folder, click the + icon in the Folders section.
How do I create a subfolder?
Open the actions menu for the folder (or subfolder) where you want to add a subfolder.
Click Create Subfolder.
Enter its name and confirm.
Note:
The name of a folder/subfolder must be unique at the same level in the tree structure.
The name of a folder is limited to 45 characters.
There is no limit to the number of folders/subfolders.
Folders/subfolders are displayed in order of creation, from oldest to most recent.
The default name is “New Folder.” If it already exists at the same level, a numbered version will be generated automatically: New Folder (2), New Folder (3), etc.
How do I move a signature to a folder?
To move a signature or campaign to a folder, simply drag and drop the item into the desired folder or subfolder from the signature or campaign library.
Note:
In the signature or campaign library, an icon indicating the name of the folder appears on the signature or campaign once the item has been organized .
You can open the folder directly by clicking on the icon.
How do I remove a signature from a folder?
Open the actions menu for a signature/campaign.
Click Remove from folder.
The signature/campaign is then no longer stored in this folder.
How do I know which folder a signature is stored in?
You can quickly identify the folder for a signature or campaign.
In the library, an icon on the signature indicates the folder (or subfolder) where it is stored.
How to rename a folder/subfolder ?
Open the actions menu for the folder (or subfolder) you want to rename.
Click Rename Folder.
Change its name and confirm.
How do I delete a folder/subfolder?
Open the actions menu for the folder (or subfolder) you want to delete..
Click Delete Folder.
If the folder contains at least one item, a modal will appear to inform you that deleting the folder will not delete the signatures or campaigns it contains.
Only the folder will be deleted. All your signatures and campaigns will remain visible in the library.
How do I search for a folder?
The complete folder tree in the side panel.
The breadcrumb trail at the top of the page, when you are in a folder, allows you to view the exact path.
You cannot search for a folder from the library.
You also cannot search for a folder from the side panel.
Note
The folders are not shared between the signature library and the campaign library.
The folders are specific to each entity; they are not shared between the global level and subsidiaries.
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